Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,155 institutions that hold shares in the stock, with a total of 548 Million shares, which have been reported (via 13F filing form) to have a value of $76.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
16,812
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
16,746
shares
|
$2.31 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
16,743
shares
|
$2.31 Million
0.69% of portfolio
|
Q3 2024
Reduced 18.49%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
16,672
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
16,615
shares
|
$2.3 Million
0.58% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
16,420
shares
|
$2.27 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
16,280
shares
|
$2.25 Million
0.02% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
16,277
shares
|
$2.25 Million
1.06% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
16,222
shares
|
$2.24 Million
0.08% of portfolio
|
Q3 2024
Added 75.13%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
16,179
shares
|
$2.24 Million
0.46% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,947
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 41.85%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
15,842
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
15,391
shares
|
$2.13 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
15,371
shares
|
$2.12 Million
0.34% of portfolio
|
Q3 2024
Added 61.09%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
15,351
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
15,199
shares
|
$2.1 Million
0.61% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
15,155
shares
|
$2.09 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Dean Capital Management
Overland Park, KS |
Nov 14, 2024 Q3 2024 |
15,042
shares
|
$2.08 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
14,921
shares
|
$2.06 Million
0.65% of portfolio
|
Q4 2023
Added 46.78%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,781
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,643
shares
|
$2.02 Million
0.34% of portfolio
|
Q3 2024
Added 13.79%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
14,557
shares
|
$2.01 Million
1.17% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
14,524
shares
|
$2.01 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
14,444
shares
|
$2 Million
0.25% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
14,407
shares
|
$1.99 Million
1.9% of portfolio
|
Q3 2022
New holding
|